Advanced Practice Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$6,425,744
Clients
30
13% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
30
HighAverage account size
$214,191
About
Advanced Practice Planning, LLC is a fee-only registered investment adviser that serves individuals and high‑net‑worth clients with wealth management and financial planning. The firm provides discretionary portfolio management, project‑based and ongoing planning, and a range of planning topics including retirement, estate, tax, business, and real estate planning, along with cash‑management services.
APP’s investment approach is grounded in Modern Portfolio Theory and emphasizes asset allocation, combining passive and active mutual funds and ETFs while evaluating manager track records, underlying holdings, liquidity, and tax efficiency. The adviser typically manages accounts on a discretionary basis, may subscribe client accounts to model portfolios available through a custodial marketplace, and coordinates with outside attorneys, accountants, and other specialists as needed.
Compared with many independent solo advisers, the firm’s brochure discloses two less common practices: it conducts educational seminars and speaking engagements and uses client testimonials in its marketing and outreach. Founded in 2023 as a single‑advisor practice, APP manages roughly $6.4 million for about 30 clients and operates through institutional custodial platforms that provide model marketplace access and institutional tools.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
College savings (529s, UTMA, etc.)
Business ownership considerations
Occupation focus
Founder/Business Owner
Fee options
Fixed fees for Project-Based Financial Planning range from $499 to $9,999; Educational Seminars fees range from $499 to $9,999 per seminar; Cash Management account setup fee $50 to $150 (one-time).
$0 - $100,000: 1.50% $100,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.90% $3,000,001+: 0.75%
$250 per hour for Project-Based Financial Planning
Fee-only: Wealth management and financial planning fees are fee-only; compensation only from clients (no commissions).
Main office location
Advanced Practice Planning, LLC
Missoula MT, United States
Number of offices
1
Most active in
Advanced Practice Planning, LLC has reported serving >5 clients in these states in the last 12 months.
Montana · Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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